|
Institutional
Holders
Total
Institutions:
|
42 2 |
|
Total
shares held :
|
139,334 |
|
% of shares
held :
|
0.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
25,667 |
|
% of shares
held change :
|
0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$140.92 |
|
Last
Quarter's Ending
Price :
|
$152.41 |
|
Last
Quarter's Average
Price :
|
$143.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
19.35 (13.46%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
3194 |
- |
2023-12-31 |
20,420 |
$3,112,000 |
-1,349 |
|
360 Financial Inc. |
15 |
*New |
2023-12-31 |
17,040 |
$2,597,000 |
17,040 |
|
MORGAN STANLEY |
4425 |
- |
2023-12-31 |
12,269 |
$1,870,000 |
-1,842 |
|
AMERIPRISE FINANCIAL INC |
2831 |
- |
2023-12-31 |
12,216 |
$1,862,000 |
-812 |
|
GTS SECURITIES LLC |
509 |
- |
2023-12-31 |
9,025 |
$1,375,000 |
3,246 |
|
LPL FINANCIAL CORP |
2914 |
- |
2023-12-31 |
7,285 |
$1,110,000 |
65 |
|
SeaCrest Wealth Management LLC |
164 |
- |
2024-03-31 |
6,456 |
$1,082,000 |
0 |
|
UBS Group AG |
3401 |
- |
2023-12-31 |
6,642 |
$1,012,000 |
-691 |
|
CITADEL ADVISORS LLC |
3263 |
- |
2023-12-31 |
4,594 |
$700,000 |
584 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3323 |
- |
2023-12-31 |
4,459 |
$680,000 |
4,459 |
|
PFG Investments LLC |
198 |
- |
2023-12-31 |
4,184 |
$638,000 |
-38 |
|
Harel Insurance Investments & Financial Services L |
191 |
*New |
2023-12-31 |
3,598 |
$548,000 |
3,598 |
|
PACIFIC SUN FINANCIAL CORP |
99 |
- |
2023-12-31 |
3,330 |
$508,000 |
-140 |
|
Capital Analysts Inc. |
318 |
- |
2023-12-31 |
3,151 |
$480,000 |
1,827 |
|
BOSTON FINANCIAL MANGEMENT INC /MA |
247 |
- |
2023-12-31 |
2,998 |
$457,000 |
-295 |
|
MML INVESTORS SERVICES LLC |
1808 |
- |
2023-12-31 |
2,964 |
$452,000 |
-73 |
|
ENVESTNET ASSET MANAGEMENT INC |
3359 |
- |
2023-12-31 |
2,966 |
$452,000 |
-7 |
|
Money Design Co.Ltd. |
78 |
- |
2023-12-31 |
2,627 |
$400,000 |
-366 |
|
Kestra Advisory Services LLC |
1650 |
- |
2023-12-31 |
2,618 |
$399,000 |
748 |
|
RAYMOND JAMES & ASSOCIATES |
3284 |
- |
2023-12-31 |
1,798 |
$274,000 |
92 |
|
FINANCIAL NETWORK |
2347 |
- |
2023-12-31 |
1,676 |
$255,000 |
-216 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3320 |
- |
2023-12-31 |
1,509 |
$230,000 |
1,509 |
|
Advisor Group Holdings Inc. |
3909 |
- |
2023-12-31 |
1,303 |
$199,000 |
-1,857 |
|
First Capital Advisors Group LLC. |
174 |
- |
2023-06-30 |
925 |
$149,000 |
0 |
|
TD Waterhouse Canada Inc. |
736 |
- |
2023-12-31 |
931 |
$139,000 |
0 |
|
ROYAL BANK OF CANADA |
5100 |
- |
2023-12-31 |
492 |
$75,000 |
-92 |
|
FMR LLC |
3263 |
- |
2023-12-31 |
413 |
$63,000 |
400 |
|
GLENMEDE TRUST CO NA |
1213 |
- |
2023-12-31 |
410 |
$62,000 |
0 |
|
WELLS FARGO & CO/MN |
4618 |
- |
2023-12-31 |
349 |
$53,000 |
284 |
|
Steward Partners Investment Advisory LLC |
2020 |
- |
2023-12-31 |
310 |
$47,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
288 |
$44,000 |
0 |
|
SOA Wealth Advisors LLC. |
406 |
- |
2024-03-31 |
148 |
$25,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1810 |
- |
2023-12-31 |
150 |
$23,000 |
0 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
75 |
- |
2023-03-31 |
149 |
$22,000 |
-6 |
|
DB Wealth Management Group LLC |
231 |
- |
2023-12-31 |
140 |
$21,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
354 |
- |
2023-12-31 |
120 |
$18,000 |
0 |
|
Aptus Capital Advisors LLC |
746 |
- |
2023-12-31 |
120 |
$18,000 |
0 |
|
ATTICUS WEALTH MANAGEMENT LLC |
339 |
- |
2024-03-31 |
101 |
$17,000 |
0 |
|
American Capital Advisory LLC |
299 |
- |
2023-12-31 |
31 |
$5,000 |
0 |
|
Goss Wealth Management LLC |
3086 |
- |
2023-12-31 |
30 |
$5,000 |
0 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
8 |
$1,000 |
0 |
|
Spire Wealth Management |
2351 |
- |
2023-12-31 |
10 |
$1,000 |
0 |
|
Capital Advisors Ltd. LLC |
1399 |
*Closed |
2024-03-31 |
0 |
$0 |
-146 |
|
PROEQUITIES INC. |
4362 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
US BANCORP |
3918 |
*Closed |
2023-12-31 |
0 |
$0 |
-28 |
|
HANSON MCCLAIN, INC. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-149 |
|
|
46 Records found
|
1
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